Reports

Name

Entity name

ABN1

Client identifier

Expiry date

Nomination expiry date

Tax file number

Client identifier

Client type

Entity type, for example, company or superannuation fund

Client name

Entity name

Substituted accounting period (SAP)

The end month of the client’s reporting year, e.g. 31 December – Early Balancer, 31 August – Late Balancer

Lodgment code

Lodgment channel, e.g. digital, paper or blank if not lodged or lodgment isn't required

Current year status

Lodgment status of the return, i.e. received, not received, return not necessary or lodgment status unavailable

Due date

Lodgment due date for the current year

Flexible lodgment eligibility current year

‘Y’ if Disaster Support arrangements are applicable to the return

Status for each of 3 previous years

Lodgment status of each return

Flexible lodgment eligibility for each of the 3 previous years

‘Y’ if Disaster Support arrangements apply to the return

Last year lodged

The last year an income tax lodgment was received.

Client name

Entity name

Client type

Entity type, e.g. company or superannuation fund

Australian business number

Client identifier

Client account number

Activity statement account number

Client account type

Integrated client account or GST Joint Venture account

Client account status

Status of the account type, e.g. active

RAN

The registered agent number linked to the account

TFN

Tax file number

WPN

Withholder payer number if the entity isn't eligible for an ABN and has PAYG withholding obligations

Destination

Client, Practice or No preferences set

Delivery channel

ECI (digital), Paper or myGov

Activity statement frequency

Annually, monthly or quarterly

DIN

The unique document identification number for the activity statement

Status

New or held

Hold reason

Reason activity statement has been held, if applicable.

HDEF – deferred imports data

HIAC – incorrect address code

HOBG – obligation data error

HREG – registration data error

HUNT – untraceable

Type

Form type, e.g. annual GST return, business activity statement, quarterly PAYG instalment notice

Name

Form name, e.g. Form A, Form R

PAYG and/or GST instalment amount

ATO calculated instalment amount for forms R, S and T

Period start date

Start date of activity statement period

Period end date

End date of activity statement period

Due date

Legislative concessional or deferred lodgment due date of form

Status

Active or blank for each role type, i.e. for GST, PAYGI, FTC, FBT, DGST, WET, LCT

Flexible lodgment eligibility

‘Y’ if Disaster Support arrangements are applicable to the form

Account balance

Activity statement account balance at the time of report request

Payment reference number

Unique payment reference number for the account type

Email address

Account email address

Postal address

Account postal address

Reminder issue date

Indicates the employer was issued a lodgment reminder for the activity statement and the date of issue.

Treatment type (Finalised or Unfinalised)

The action the ATO will take at the Expected Treatment Date if the activity statement remains outstanding.

Finalised:

• Amounts we have on record will be added to the client's integrated account
• The activity statement will be finalised in ATO systems and considered lodged.

Unfinalised:

• Amounts we have on record will be added to the client's integrated account
• The activity statement will remain outstanding. The client must lodge to complete their reporting obligation.

Expected treatment date

Proposed date treatment will be applied.

ATO processed date

Actual date treatment was applied. This will only appear when a treatment type has been applied and the activity statement remains outstanding (Treatment type = Unfinalised). Once an activity statement is finalised in ATO systems, it will no longer be displayed on this report.